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Output, Emails, and Designers

Output allows users to send email reports and forms.

Email List View

Explains the interface that lists all the emails that have been created.

Email Edit View

Explains the interface from which emails can be created.

Output Button

Explains the Output button that is available on most views.

BOS Document Designer Interface

Explains the interface from which custom documents (e.g. quotations and invoices) can be designed.

BOS Document Designer Tutorials

Tutorials explaining how to create an output document (e.g. quotations and invoices).

Output Templates Module

Explains the Output Templates interface.

Output Template Tutorials

These tutorials explain how to add templates to transaction types and other modules.

Email Templates

Explains the interface from which email templates can be created. Lists all the available data fields.

Form Designer Interface

Explains the commonly used features for the Form Designer.

Form Designer – Reportbuilder Tutorials

These tutorials explain how to create or edit a template (form).